microchips are for girls, real men only use electronics with megachips
April 10, 2025 at 8:00 PM
microchips are for girls, real men only use electronics with megachips
Let’s check in on the Game Card suppliers’ financial reports.
MegaChips (メガチップス): After years of sales decline (img 1), its Apr-Jun sales grew 56% YoY, mostly bc of the “amusement business” (i.e., Game Card biz; img 2)—suggesting that it’s finally shipping Switch 2 Game Cards after a long delay.
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MegaChips (メガチップス): After years of sales decline (img 1), its Apr-Jun sales grew 56% YoY, mostly bc of the “amusement business” (i.e., Game Card biz; img 2)—suggesting that it’s finally shipping Switch 2 Game Cards after a long delay.
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![[Chart] MegaChips net sales
https://www.megachips.co.jp/english/irinfo/finance/sales/
2022/3: 75,256 million JPY2023/3: 70,722 million JPY2024/3: 57,942 million JPY2025/3: 42,326 million JPY2026/3: 36,169 million JPY](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:w2yyporceaqxdbzfupn5lcbt/bafkreif6kvtsbdetppaxsdlcukhuqrcplxrvryiefkhlnskb5h2rnhefy4)
![[Slide] MegaChips FY2026 1Q(ending March 2027) Result
https://pdf.irpocket.com/C6875/xoA3/ieAo/huql/Fbiv.pdf
Consolidated results (P/L) Breakdown
Sales ＋3,660M JPY
【Reasons for YoY Changes】
• Amusement business: Product sales increased yearon-year.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:w2yyporceaqxdbzfupn5lcbt/bafkreihaefkqj2xexzhibxykfoztumgihojohzs56jvau242w2dbijhjce)
August 9, 2026 at 10:33 PM
Let’s check in on the Game Card suppliers’ financial reports.
MegaChips (メガチップス): After years of sales decline (img 1), its Apr-Jun sales grew 56% YoY, mostly bc of the “amusement business” (i.e., Game Card biz; img 2)—suggesting that it’s finally shipping Switch 2 Game Cards after a long delay.
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MegaChips (メガチップス): After years of sales decline (img 1), its Apr-Jun sales grew 56% YoY, mostly bc of the “amusement business” (i.e., Game Card biz; img 2)—suggesting that it’s finally shipping Switch 2 Game Cards after a long delay.
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It’s interesting that MegaChips (メガチップス) appears expecting to start shipping Switch 2 Game Cards this FY (embedded below), bumping up total software sales. Either Rohm didn’t consider that in the projection, or Nintendo is low-balling its forecast again.
Rohm deck: fscdn.rohm.com/en/financial...
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Rohm deck: fscdn.rohm.com/en/financial...
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MegaChips Forecasts Switch 2 Game Card Recovery
MegaChips posted a down year with sales down 14.7% and an operating loss of ¥170M, partly due to inability to ship Switch 2 Game Cards, but forecasts a V-shaped recovery in FY2027-03.
ninpatentswatch.wordpress.com
May 27, 2026 at 2:49 AM
It’s interesting that MegaChips (メガチップス) appears expecting to start shipping Switch 2 Game Cards this FY (embedded below), bumping up total software sales. Either Rohm didn’t consider that in the projection, or Nintendo is low-balling its forecast again.
Rohm deck: fscdn.rohm.com/en/financial...
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Rohm deck: fscdn.rohm.com/en/financial...
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In addition, MegaChips (メガチップス) disclosed that they will be able to use high-density 3D NAND to reduce the cost of Game Cards. Again, no details were given regarding its commercialization:
ninpatentswatch.wordpress.com/2025/09/16/r...
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ninpatentswatch.wordpress.com/2025/09/16/r...
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ROM Supplier Update
MegaChips is preparing to start shipping ROM ICs for Switch 2 Game Cards this fiscal year. With >100‑layer 3D NAND now delivering reliability on par with traditional 2D memory, forecasts show a …
ninpatentswatch.wordpress.com
September 23, 2025 at 7:34 PM
In addition, MegaChips (メガチップス) disclosed that they will be able to use high-density 3D NAND to reduce the cost of Game Cards. Again, no details were given regarding its commercialization:
ninpatentswatch.wordpress.com/2025/09/16/r...
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ninpatentswatch.wordpress.com/2025/09/16/r...
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2. AFAIK, there are 3 GC suppliers for NS1 (Rohm, Macronix/MegaChips, and an unidentified company), but for NS2 GC there are only 2 (Rohm and the unidentified company) due to Macronix’s technical difficulties: bsky.app/profile/did:...
The reduced production capacity may affect the GC2 supply.
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The reduced production capacity may affect the GC2 supply.
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November 12, 2025 at 9:02 AM
2. AFAIK, there are 3 GC suppliers for NS1 (Rohm, Macronix/MegaChips, and an unidentified company), but for NS2 GC there are only 2 (Rohm and the unidentified company) due to Macronix’s technical difficulties: bsky.app/profile/did:...
The reduced production capacity may affect the GC2 supply.
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The reduced production capacity may affect the GC2 supply.
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More details in my previous threads
Game Card 2 patents: bsky.app/profile/ninp...
MegaChips financial reports: bsky.app/profile/ninp...
Game Card 2 patents: bsky.app/profile/ninp...
MegaChips financial reports: bsky.app/profile/ninp...
September 5, 2025 at 8:40 PM
More details in my previous threads
Game Card 2 patents: bsky.app/profile/ninp...
MegaChips financial reports: bsky.app/profile/ninp...
Game Card 2 patents: bsky.app/profile/ninp...
MegaChips financial reports: bsky.app/profile/ninp...
[This is a follow-up to my recent research on the Switch 2 Game Card supplier situation; embedded below for context]
Latest financial disclosures from MegaChips #メガチップス (Macronix #旺宏 partner) suggest:
• May begin shipping ROM chips for NS2 GC this fiscal year
• Can use 3D NAND with >100 layers
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Latest financial disclosures from MegaChips #メガチップス (Macronix #旺宏 partner) suggest:
• May begin shipping ROM chips for NS2 GC this fiscal year
• Can use 3D NAND with >100 layers
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August 9, 2025 at 1:13 AM
… — an abject failure that they’re still unable 11 months post the NS2 launch.
Atm Macronix is making money hands over fist from the memory crunch so they don’t care, and Megachips’ been buying back shares to prop up the stock price. I’m curious what the latter will say on their next call on 05-14.
Atm Macronix is making money hands over fist from the memory crunch so they don’t care, and Megachips’ been buying back shares to prop up the stock price. I’m curious what the latter will say on their next call on 05-14.
April 29, 2026 at 2:04 AM
… — an abject failure that they’re still unable 11 months post the NS2 launch.
Atm Macronix is making money hands over fist from the memory crunch so they don’t care, and Megachips’ been buying back shares to prop up the stock price. I’m curious what the latter will say on their next call on 05-14.
Atm Macronix is making money hands over fist from the memory crunch so they don’t care, and Megachips’ been buying back shares to prop up the stock price. I’m curious what the latter will say on their next call on 05-14.
The production timeline is also unconfirmed, but the financial reports from MegaChips and Macronix suggest that their ROM related revenues are expected to rebound either from this quarter or next year:
ninpatentswatch.wordpress.com/2025/09/16/r...
ninpatentswatch.wordpress.com/2025/11/15/m...
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ninpatentswatch.wordpress.com/2025/09/16/r...
ninpatentswatch.wordpress.com/2025/11/15/m...
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December 17, 2025 at 9:33 PM
The production timeline is also unconfirmed, but the financial reports from MegaChips and Macronix suggest that their ROM related revenues are expected to rebound either from this quarter or next year:
ninpatentswatch.wordpress.com/2025/09/16/r...
ninpatentswatch.wordpress.com/2025/11/15/m...
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ninpatentswatch.wordpress.com/2025/09/16/r...
ninpatentswatch.wordpress.com/2025/11/15/m...
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As I shared last quarter, there are evidences suggesting that Macronix and their partner MegaChips (メガチップス) plan to utilize high-density 3D NAND in Game Cards to lower costs (link below). The latest disclosure signals that it isn’t going well.
ninpatentswatch.wordpress.com/2025/09/16/r...
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ninpatentswatch.wordpress.com/2025/09/16/r...
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ROM Supplier Update
MegaChips is preparing to start shipping ROM ICs for Switch 2 Game Cards this fiscal year. With >100‑layer 3D NAND now delivering reliability on par with traditional 2D memory, forecasts show a …
ninpatentswatch.wordpress.com
October 30, 2025 at 5:01 AM
As I shared last quarter, there are evidences suggesting that Macronix and their partner MegaChips (メガチップス) plan to utilize high-density 3D NAND in Game Cards to lower costs (link below). The latest disclosure signals that it isn’t going well.
ninpatentswatch.wordpress.com/2025/09/16/r...
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ninpatentswatch.wordpress.com/2025/09/16/r...
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Another tariff update:
• China 30%; Switch 1, Switch 2, Joy-Con, and Alarmo by Foxconn (FTC) #鴻準; Pro Con by Mitsumi #三美
• Vietnam 20%; Switch 1, Switch 2, and Joy-Con by Hosiden #ホシデン
• Cambodia 19%; Switch 1 and Pro Con by MinebeaMitsumi #ミネベアミツミ
• Japan 15%; Game Card by MegaChips #メガチップス
• China 30%; Switch 1, Switch 2, Joy-Con, and Alarmo by Foxconn (FTC) #鴻準; Pro Con by Mitsumi #三美
• Vietnam 20%; Switch 1, Switch 2, and Joy-Con by Hosiden #ホシデン
• Cambodia 19%; Switch 1 and Pro Con by MinebeaMitsumi #ミネベアミツミ
• Japan 15%; Game Card by MegaChips #メガチップス
August 1, 2025 at 4:08 PM
MegaChips (メガチップス, partner of Macronix ROM business) predictably had a down year partly due to their incapacity to ship Switch 2 Game Cards: sales -14.7%, operating loss ¥170M (img 1)
They forecast a V-shaped recovery in FY2027-03 though, suggesting a plan to start shipping NS2 Game Cards (img 2).
They forecast a V-shaped recovery in FY2027-03 though, suggesting a plan to start shipping NS2 Game Cards (img 2).
May 14, 2026 at 7:25 PM
MegaChips (メガチップス, partner of Macronix ROM business) predictably had a down year partly due to their incapacity to ship Switch 2 Game Cards: sales -14.7%, operating loss ¥170M (img 1)
They forecast a V-shaped recovery in FY2027-03 though, suggesting a plan to start shipping NS2 Game Cards (img 2).
They forecast a V-shaped recovery in FY2027-03 though, suggesting a plan to start shipping NS2 Game Cards (img 2).
US tariffs update
• Vietnam 20%; Switch 1, Switch 2, and Joy-Con by Hosiden #ホシデン
• Cambodia 36%; Switch 1 and Pro Con by MinebeaMitsumi #ミネベアミツミ
• China 55%; Switch 1, Switch 2, Joy-Con, and Alarmo by Foxconn Technology #鴻準; Pro Con by Mitsumi #三美
• Japan 25%; Game Card by MegaChips #メガチップス
💸💸💸
• Vietnam 20%; Switch 1, Switch 2, and Joy-Con by Hosiden #ホシデン
• Cambodia 36%; Switch 1 and Pro Con by MinebeaMitsumi #ミネベアミツミ
• China 55%; Switch 1, Switch 2, Joy-Con, and Alarmo by Foxconn Technology #鴻準; Pro Con by Mitsumi #三美
• Japan 25%; Game Card by MegaChips #メガチップス
💸💸💸
July 9, 2025 at 9:04 AM
The cost barrier is primary on the memory chips, not eMMC. MegaChips (one of the GC suppliers) in a recent financial report disclosed that they developed a tech to use 3D memory >100 layers as ROM. May this lead to cheaper cards in the near future?
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September 5, 2025 at 8:40 PM
The cost barrier is primary on the memory chips, not eMMC. MegaChips (one of the GC suppliers) in a recent financial report disclosed that they developed a tech to use 3D memory >100 layers as ROM. May this lead to cheaper cards in the near future?
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MegaChips’ Apr-Jun sales declined 32.8% YoY largely due to weak demand for Game Card ROM (img 1). So unlike Rolm #ローム, they seem stuck shipping for NS1 only.
And yet, MegaChip forecasts only a small YoY dip of ROM sales in FY25 (ending 2026-03) and a large upswing in FY26 (img 2).
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And yet, MegaChip forecasts only a small YoY dip of ROM sales in FY25 (ending 2026-03) and a large upswing in FY26 (img 2).
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August 9, 2025 at 1:13 AM
MegaChips’ Apr-Jun sales declined 32.8% YoY largely due to weak demand for Game Card ROM (img 1). So unlike Rolm #ローム, they seem stuck shipping for NS1 only.
And yet, MegaChip forecasts only a small YoY dip of ROM sales in FY25 (ending 2026-03) and a large upswing in FY26 (img 2).
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And yet, MegaChip forecasts only a small YoY dip of ROM sales in FY25 (ending 2026-03) and a large upswing in FY26 (img 2).
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Das sind Megachips
May 31, 2026 at 7:10 PM
Das sind Megachips
Needs more RAM, though - maybe a couple of megachips.
March 5, 2025 at 2:35 PM
Needs more RAM, though - maybe a couple of megachips.
Macronix (旺宏) disclosed in the Q1 earnings call that the company is still not shipping any Switch 2 Game Cards, and admitted that the ROM business won’t recover until they do. It’s unclear whether Macronix or Megachips (メガチップス) is responsible for getting their controller IC certified by Nintendo …
April 29, 2026 at 2:04 AM
Macronix (旺宏) disclosed in the Q1 earnings call that the company is still not shipping any Switch 2 Game Cards, and admitted that the ROM business won’t recover until they do. It’s unclear whether Macronix or Megachips (メガチップス) is responsible for getting their controller IC certified by Nintendo …
So MegaChips only recently cleared the technical hurdle to “satisfy customer needs for superior reliability while increasing capacity and reducing costs” using 3D NAND. This could explain the delay of their ROM production for NS2 Game Card.
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August 9, 2025 at 1:13 AM
So MegaChips only recently cleared the technical hurdle to “satisfy customer needs for superior reliability while increasing capacity and reducing costs” using 3D NAND. This could explain the delay of their ROM production for NS2 Game Card.
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Macronix (旺宏): As MegaChips’ manufacturing partner, its ROM sales also grew 37% YoY in Apr-Jun (img below). As evident in the chart, the company is making a mint from the NAND and NOR price surge, therefore very little was said about the ROM business in the earnings call.
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![[Slide] Macronix International Co., Ltd. Second Quarter 2026 Results
https://www.mxic.com.tw/Lists/QuarterlyResults/Attachments/656/2026q2%20webcast_ppt_en.pdf
Quarterly Sales Breakdown by Products
ROM
QoQ Change +40%
YoY Change +37%](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:w2yyporceaqxdbzfupn5lcbt/bafkreigwn2sh7tp6567idexo5zxtp6uw3pkhou2fwguykjvt6xrh2532y4)
August 9, 2026 at 10:33 PM
Macronix (旺宏): As MegaChips’ manufacturing partner, its ROM sales also grew 37% YoY in Apr-Jun (img below). As evident in the chart, the company is making a mint from the NAND and NOR price surge, therefore very little was said about the ROM business in the earnings call.
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ChinAI intentionally raising global temps until SkyNet can't cool its NVIDIA megachips, while the upstart is fine with an Aliexpress peltier cooler
January 27, 2025 at 2:05 PM
ChinAI intentionally raising global temps until SkyNet can't cool its NVIDIA megachips, while the upstart is fine with an Aliexpress peltier cooler
Back to BN5! Collecting 40 Megachips!
I’m trying to do this without a guide but how do people defeat bosses in 10 seconds lol
I’m trying to do this without a guide but how do people defeat bosses in 10 seconds lol
July 10, 2025 at 1:54 AM
Back to BN5! Collecting 40 Megachips!
I’m trying to do this without a guide but how do people defeat bosses in 10 seconds lol
I’m trying to do this without a guide but how do people defeat bosses in 10 seconds lol
I learned today that the doctor put a prosthetic bone in me, which leads me to wonder what other things have been put in my body without my knowledge over the years. Microchips? Megachips? Doritos chips?
May 13, 2025 at 9:57 PM
I learned today that the doctor put a prosthetic bone in me, which leads me to wonder what other things have been put in my body without my knowledge over the years. Microchips? Megachips? Doritos chips?
Its the POTENTIAL Finale of Mega Man Battle Network 6 100 Percent run! Time to get all the MegaChips and the rest of the Battlechips!
Come Join me as I need people to talk to XD
www.twitch.tv/empress_dawn
www.youtube.com/watch?v=pKSM...
Come Join me as I need people to talk to XD
www.twitch.tv/empress_dawn
www.youtube.com/watch?v=pKSM...
April 26, 2025 at 12:21 AM
Its the POTENTIAL Finale of Mega Man Battle Network 6 100 Percent run! Time to get all the MegaChips and the rest of the Battlechips!
Come Join me as I need people to talk to XD
www.twitch.tv/empress_dawn
www.youtube.com/watch?v=pKSM...
Come Join me as I need people to talk to XD
www.twitch.tv/empress_dawn
www.youtube.com/watch?v=pKSM...
"It's A Hard Life" is the peak for me - the last minute or so is my favourite Queen ever (from "In a world that's filled with sorrow" onwards) but those two are very close behind. "Bytes and Megachips For Tea" rhyming with "Random Access Memory" takes balls the size of watermelons, frankly.
June 2, 2025 at 6:29 PM
"It's A Hard Life" is the peak for me - the last minute or so is my favourite Queen ever (from "In a world that's filled with sorrow" onwards) but those two are very close behind. "Bytes and Megachips For Tea" rhyming with "Random Access Memory" takes balls the size of watermelons, frankly.